WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 56 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,139,788 | +0.5% | 97,886 | +1.3% | 0.02% | -4.2% |
| Q1 2024 | $2,129,111 | +3.9% | 96,646 | +2.0% | 0.02% | -4.0% |
| Q4 2023 | $2,048,287 | +24.0% | 94,762 | +21.1% | 0.02% | +4.2% |
| Q3 2023 | $1,652,239 | +3.9% | 78,231 | +3.5% | 0.02% | +4.3% |
| Q2 2023 | $1,589,490 | -48.5% | 75,618 | -49.1% | 0.02% | -53.1% |
| Q1 2023 | $3,087,357 | +2.2% | 148,645 | +1.8% | 0.05% | -7.5% |
| Q4 2022 | $3,019,453 | +1127.4% | 146,079 | +1083.2% | 0.05% | +960.0% |
| Q2 2022 | $246,000 | +16.0% | 12,346 | +27.9% | 0.01% | +66.7% |
| Q1 2022 | $212,000 | -1.4% | 9,656 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $215,000 | – | 9,659 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWH Capital Management, Inc. | 196,750 | $4,763,000 | 2.20% |
| B. Riley Wealth Management, Inc. | 360,769 | $8,734,000 | 2.15% |
| Pictet North America Advisors SA | 628,422 | $15,214,000 | 2.02% |
| AlphaStar Capital Management, LLC | 228,304 | $5,527,000 | 1.63% |
| Barber Financial Group, Inc. | 261,491 | $6,331,000 | 1.52% |
| VISTA INVESTMENT MANAGEMENT | 60,504 | $1,465,000 | 1.29% |
| Richard Bernstein Advisors LLC | 1,252,000 | $30,311,000 | 0.87% |
| CENTAURUS FINANCIAL, INC. | 156 | $3,771,000 | 0.68% |
| BANQUE PICTET & CIE SA | 639,162 | $15,474,000 | 0.29% |
| HCR Wealth Advisors | 18,500 | $443,000 | 0.14% |